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Upgrading

Connecting Accounts: When upgrading to paid, users gain the ability to connect one or more financial institutions to sync investment allocations from multiple accounts. Users are not forced to sync an account when upgrading. To first connect an account, users may go to the sidebar located at the top left of the screen, press “Account Information”, scroll to the bottom, then press “Connect an Institution.” Users may enter their username and password to link an account with Vassant. Users may connect more than one financial institution, up to 5 maximum. Additional requests to connect more should be sent to support@vassantfinance.com.

Syncing Accounts: To then sync an account, users may go to the “Model” tab → “Yearly Investing Allocations” → select desired investment account card → “Connect account here”. A prompt to match accounts will follow. Users may only match 1 synced account with 1 allocations account. All accounts in the “Yearly Investing Allocations” section not matched to an account while in the Premium subscription remain in “Manual” mode and are not affected.

  • Data Migration During Sync: When connected, no data from previously manual contributions will be lost, and now that account will update with net cash inflows over the yearly allocation period. Users may continue to make manual cash inflow contributions to synced investment accounts to reflect other accounts of the same type not synced or supported by Vassant.
  • Note: Vassant does not pull previous contributions made before the time of connection. If tracking calendar year contributions, ensure you manually add any cash deposits so that the cost basis is equal to your true deposit amount before connection.
  • Example: A user individually deposits $1000 into their Roth IRA before joining Vassant. This user established an account with Vassant and manually enters a $1000 deposit to the Roth IRA in Vasasnt. Then, they upgrade to VassantPRO and link their account to Vassant via Plaid. The $1000 manual contribution stays in Vassant (we do not pick up contributions made before connection), and now all future deposits will be automatically tracked in the "Allocations" tab for the Roth IRA.

Unsyncing: Synced investment accounts may be unsynced at any time by pressing the “X” symbol on the account profile in the invest card. The progress automatically converts to “Manual Mode”, and all data is maintained from the last available sync. All future contributions must be made via manual contributions. The account may be resynced at any time.